Accounts Receivable Specialist

5 days ago


San Diego, California, United States Caret Full time

About the Role

Caret is seeking a highly skilled Financial Collections Expert to join our team. As a key member of our finance department, you will play a critical role in driving collections across our customer base, with a primary focus on collecting from past due accounts.

Key Responsibilities

  • Manage and process incoming payments, maintaining accurate records of financial transactions.
  • Resolve any discrepancies and ensure the company's accounts are up-to-date and accurate.
  • Follow up on overdue payments and coordinate with clients and internal departments.
  • Assist with generating and distributing invoices and cash application of customer payments as needed.
  • Reconcile accounts to ensure that all payments are accounted for and properly posted.
  • Serve as the primary point of contact for customer questions, researching and resolving billing and payment queries.
  • Maintain and update customer records to ensure timely and accurate invoice and dunning message delivery.
  • Generate recurring customer account ageing and activity reports to ensure alignment and accountability with team leadership.
  • Assist with month-end closing and account reconciliations.
  • Collaborate with other departments to ensure smooth invoicing and payment processes.
  • Support audits and provide necessary documentation as required.
  • Assist with credit and collections functions, including credit risk analysis and reporting.
  • Maintain compliance with financial policies and procedures.

Requirements

  • Bachelor's degree in Accounting, Finance, or a related field (preferred).
  • Proven experience as an Accounts Receivable Specialist, Clerk, or similar role, in a B2B sales environment, preferably for software products.
  • Experienced with NetSuite and other financial software.
  • Strong Microsoft Excel skills required.
  • Strong understanding of basic accounting principles.
  • Excellent attention to detail and accuracy in financial data entry and analysis.
  • Strong communication, problem-solving, and negotiation skills.
  • Proven ability to drive exceptional outcomes for the business while providing a positive customer experience.
  • Ability to work independently and as part of a team.
  • High level of integrity and ability to handle confidential information.

Benefits

  • Flexible PTO.
  • Summer Fridays.
  • No meeting Fridays.
  • Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage.
  • Flexible Spending Account.
  • Health Savings Account.
  • 401(k) match.


  • San Diego, California, United States California Sugar Refiners LLC Full time

    Job OverviewPosition: Accounts Receivable SpecialistDepartment: FinanceEmployment Type: Full-timeLocation: San Diego, CAReports To: Finance ManagerLanguage Requirement: SpanishCompany ProfileCalifornia Sugar Refiners, LLC is a leader in the Sugar Refining industry, committed to fostering trust and confidence among our employees, clients, and stakeholders....


  • San Diego, California, United States Pacer Staffing Full time

    Shift/Hours: 5x8 Days – Mon-Fri; 7:30am-4pm PT (Flexible) Requirements: High School Diploma, GED or Equivalent Minimum of 2 years of relevant experience Proficiency in Microsoft Excel, Word, and Outlook Experience in processing paper claims, appeals, and refund requests Job Overview: Under the guidance of PFS Leadership, the Billing Specialist is...


  • San Diego, California, United States Pacer Staffing Full time

    Shift/Hours: 5x8 Days – Mon-Fri; 7:30am-4pm PT (Flexible) Requirements: High School Diploma, GED or Equivalent Minimum of 2 years relevant experience Proficient in Microsoft Excel, Word, and Outlook Experienced in processing paper claims, appeals, and refund requests Job Overview: The Billing Specialist, under the guidance of PFS Leadership, is...


  • San Diego, California, United States Pacer Staffing Full time

    Shift/Hours: 5x8 Days – Mon-Fri; 7:30am-4pm PT (Flexible) Requirements: High School Diploma, GED or Equivalent Minimum of 2 years of relevant experience Proficiency in Microsoft Excel, Word, and Outlook Experience in processing paper claims, appeals, and refund requests Job Overview: The Billing Specialist, under the guidance of PFS Leadership,...


  • San Jose, California, United States PrideStaff Full time

    Accounts Receivable SpecialistShift/Hours: Monday - Friday, 8:00 am-5:00 pmPay Rate: $58,000-$79,000/yearLocation: RemoteWe are pleased to present an exciting opportunity for an Accounts Receivable Specialist. This role is highly desirable and may not remain open for long.Are you currently employed but seeking new career avenues? If you are interested in...


  • San Diego, California, United States Allen Barron, Inc. Full time

    Job OverviewAllen Barron, Inc. is a distinguished legal and accounting firm in search of a skilled Receivables Management Specialist. This role is crucial to our operations, and we are eager to welcome a dedicated professional to our exceptional administrative team.Key ResponsibilitiesExecute accounts receivable transactions efficiently.Continuously assess...


  • San Diego, California, United States ENGINEERING PARTNERS Full time

    Engineering Partners (EPI) is a reputable engineering firm with a focus on utility, municipality, and government contracts in the field of electrical and power engineering.We are looking for a skilled and experienced Lead Accounts Receivable Manager to become a vital part of our team. The successful candidate will oversee all facets of accounts receivable,...


  • San Diego, California, United States Pacer Staffing Full time

    Shift/Hours: 5x8 Days – Mon-Fri; 7:30am-4pm PT (Flexible) Requirements: High School Diploma, GED or Equivalent Minimum of 2 years relevant experience Proficient in Microsoft Excel, Word, and Outlook Experience in processing paper claims, appeals, and refund requests Job Overview: Under the guidance of PFS Leadership, the Billing Specialist is...


  • San Jose, California, United States Lee Hecht Harrison Nederland B.V. Full time

    Lee Hecht Harrison Nederland B.V. is seeking a skilled Accounts Receivable Specialist to join our team. This is a 100% in-office position that requires a strong background in accounts receivable and billing expertise.Key Responsibilities:Manage daily billing and collection activities, ensuring timely and accurate processing.Respond to customer inquiries,...


  • San Diego, California, United States California Sugar Refiners LLC Full time

    Job OverviewPosition Title: Accounts Receivable SpecialistDepartment: FinanceEmployment Type: Full-timeFLSA Status: Non-ExemptWork Schedule: Monday to Friday, 8:00 AM - 5:00 PMLanguage Requirement: SpanishCompany ProfileCalifornia Sugar Refiners, LLC stands at the forefront of the Sugar Refining industry. Our operational success hinges on the trust and...


  • San Diego, California, United States Vert Environmental @ San Diego Full time

    Receivables Management SpecialistThe Receivables Management Specialist plays a crucial role within the Receivables Department, focusing on tasks such as addressing overdue payments, maintaining financial documentation, and ensuring revenue collection. This role involves executing daily operations as directed by the Receivables Supervisor.Benefits:Health...


  • San Diego, California, United States Marvin K. Brown Auto Center, Inc. Full time

    Position OverviewMarvin K. Brown Auto Center, Inc. has been a pillar of the San Diego community for over 70 years, recognized for excellence in the automotive industry. We pride ourselves on our commitment to quality service and customer satisfaction.Key ResponsibilitiesProcess Accounts Payable invoices and purchase orders, ensuring compliance with...


  • San Diego, California, United States California Sugar Refiners LLC Full time

    Job OverviewPosition Title: Accounts Receivable SpecialistDepartment: FinanceEmployment Type: Full-timeFLSA Status: Non-ExemptWorking Hours: Monday to Friday, 8:00 AM - 5:00 PMLanguage Requirement: SpanishCompany ProfileCalifornia Sugar Refiners, LLC stands as a leader in the Sugar Refining industry. Our success is built on the trust and confidence we...


  • San Diego, California, United States Vert Environmental @ San Diego Full time

    Job DescriptionThe Accounts Receivable Associate is responsible for performing daily tasks assigned within the Accounts Receivable Department. You will be tasked with resolving late or skipped payments, updating financial records, and collecting revenue generated by processing all invoices and payments in a timely manner.The Accounts Receivable Associate...


  • San Bernardino, California, United States TEKsystems Full time

    Job Overview:The role of the Healthcare Accounts Receivable Specialist entails managing collections and billing processes associated with various insurance agreements and organizations. Key responsibilities include evaluating and verifying account details for precision, pursuing outstanding payments, and ensuring comprehensive reimbursement.Core...


  • San Diego, California, United States RIVO Holdings, LLC Full time

    Job SummaryRIVO Holdings, LLC is seeking a highly skilled and detail-oriented Accounting Specialist to join our dynamic team. As an Accounting Specialist, you will play a critical role in maintaining the financial integrity of our organization.Key ResponsibilitiesFinancial Transactions: Enter company financial transactions into QuickBooks, verifying that all...


  • San Diego, California, United States LHH Recruitment Solutions Full time

    Job OverviewKey Responsibilities for the Accounts Receivable Coordinator position include: Solely manage all aspects of accounts receivable, including billing, revenue posting, and collections. Ensure timely payments from customers by overseeing the accounts receivable processes. Handle cash applications and accurately post received payments. Review and...


  • San Bernardino, California, United States TEKsystems Full time

    Job OverviewPosition Summary:The Healthcare Accounts Receivable Specialist is responsible for managing the collection of outstanding accounts and billing across various insurance providers and entities. This role involves thorough analysis and auditing of accounts to ensure accurate balances, appropriate follow-up, and full reimbursement.Key...


  • San Diego, California, United States Rady Children's Physician Management Services Full time

    Rady Children's Physician Management Services is seeking a dedicated and experienced individual for the role of Patient Financial Services Supervisor. This position is vital in ensuring the efficiency of our accounts receivable operations.Reporting directly to the Director of Patient Financial Services, the successful candidate will be responsible for...


  • San Diego, California, United States Rady Children's Physician Management Services Full time

    Rady Children's Physician Management Services is seeking a skilled and driven professional for the role of Patient Financial Services Supervisor. This position plays a critical role in our organization, ensuring the efficient management of accounts receivable operations.Reporting directly to the Director of Patient Financial Services, the selected candidate...